SECTIONS
Prior to Accounting V13, user access was controlled with profiles. Five predefined custom user profiles were shipped with Accounting and updated each release. From Accounting V13 onwards, user access is now controlled with permission sets. The tables below indicate which permission sets correspond to the user access that was previously made available through these user profiles.
Certinia Accountant
|
Profile |
Permission Sets |
|---|---|
| Certinia Accountant | Accounting |
| Accounting and Billing |
Certinia Payables Clerk
|
Profile |
Permission Sets |
|---|---|
| Certinia Payables Clerk | Accounting - Aged Analysis Definition - Read Access |
| Accounting - Aged Analysis Reports | |
| Accounting - Bank Account - Read Access | |
| Accounting - Budget and Balance | |
| Accounting - Cash Entry - Read Access | |
| Accounting - Intersect Definition - Read Access | |
| Accounting - Payable Credit Note | |
| Accounting - Payable Invoice | |
| Accounting - Selection Definition - Read Access | |
| Accounting and Billing - Account | |
| Accounting and Billing - Accounting Currencies - Read Access | |
| Accounting and Billing - Company - Read Access | |
| Accounting and Billing - Dimension1 - Read Access | |
| Accounting and Billing - Dimension2 - Read Access | |
| Accounting and Billing - Dimension3 - Read Access | |
| Accounting and Billing - Dimension4 - Read Access | |
| Accounting and Billing - General Ledger Accounts - Read Access | |
| Accounting and Billing - Help | |
| Accounting and Billing - Journal - Read Access | |
| Accounting and Billing - Sales Credit Note - Read Access | |
| Accounting and Billing - Sales Invoice - Read Access | |
| Accounting and Billing - Select Company | |
| Accounting and Billing - Tax Code - Avalara Payable | |
| Accounting and Billing - Tax Code - Read Access | |
| Accounting and Billing - Transactions | |
|
Accounting and Billing - Year - Read Access |
Certinia Sales Invoicing Clerk
|
Profile |
Permission Sets |
|---|---|
| Certinia Sales Invoicing Clerk | Accounting - Aged Analysis Definition - Read Access |
| Accounting - Aged Analysis Reports | |
| Accounting - Bank Account - Read Access | |
| Accounting - Budget and Balance | |
| Accounting - Cash Entry - Read Access | |
| Accounting - Intersect Definition - Read Access | |
| Accounting - Mass Email | |
| Accounting - Payable Credit Note - Read Access | |
| Accounting - Payable Invoice - Read Access | |
| Accounting - Selection Definition - Read Access | |
| Accounting and Billing - Account | |
| Accounting and Billing - Accounting Currencies - Read Access | |
| Accounting and Billing - As of Aging | |
| Accounting and Billing - Company - Read Access | |
| Accounting and Billing - Dimension1 | |
| Accounting and Billing - Dimension2 | |
| Accounting and Billing - Dimension3 | |
| Accounting and Billing - Dimension4 | |
| Accounting and Billing - General Ledger Accounts - Read Access | |
| Accounting and Billing - Help | |
| Accounting and Billing - Integration Rule - Read Access | |
| Accounting and Billing - Journal | |
| Accounting and Billing - Opportunity | |
| Accounting and Billing - Print Formatter | |
| Accounting and Billing - Run Integration Rule - Sales Invoice | |
| Accounting and Billing - Sales Credit Note | |
| Accounting and Billing - Sales Invoice | |
| Accounting and Billing - Select Company | |
| Accounting and Billing - Tax Code - Avalara | |
| Accounting and Billing - Tax Code - Read Access | |
| Accounting and Billing - Transactions | |
| Accounting and Billing - Year - Read Access |
Certinia Cash Entry Clerk
|
Profile |
Permission Sets |
|---|---|
| Certinia Cash Entry Clerk | Accounting - Aged Analysis Definition - Read Access |
| Accounting - Aged Analysis Reports | |
| Accounting - Background Matching | |
| Accounting - Bank Account - Bank Statement Definition | |
| Accounting - Bank Account - Read Access | |
| Accounting - Bank Reconciliation - Delete | |
| Accounting - Bank Statement | |
| Accounting - Budget and Balance | |
| Accounting - Cash Entry | |
| Accounting - Cash Matching | |
| Accounting - Intersect Definition - Read Access | |
| Accounting - Payable Credit Note - Read Access | |
| Accounting - Payable Invoice - Read Access | |
| Accounting - Payment | |
| Accounting - Payment Selection | |
| Accounting - Payment Template - Read Access | |
| Accounting - Selection Definition - Read Access | |
| Accounting and Billing - Account | |
| Accounting and Billing - Accounting Currencies - Read Access | |
| Accounting and Billing - Company - Read Access | |
| Accounting and Billing - Dimension1 | |
| Accounting and Billing - Dimension2 | |
| Accounting and Billing - Dimension3 | |
| Accounting and Billing - Dimension4 | |
| Accounting and Billing - General Ledger Accounts - Read Access | |
| Accounting and Billing - Help | |
| Accounting and Billing - Integration Rule - Read Access | |
| Accounting and Billing - Journal | |
| Accounting and Billing - Run Integration Rule - Cash Entry | |
| Accounting and Billing - Sales Credit Note - Read Access | |
| Accounting and Billing - Sales Invoice - Read Access | |
| Accounting and Billing - Select Company | |
| Accounting and Billing - Transactions | |
| Accounting and Billing - Year - Read Access |
Certinia Read Only
|
Profile |
Permission Sets |
|---|---|
| Certinia Read Only | Accounting and Billing Read Access |
| Accounting Read Access |
System Administrator
The following permission sets equate to system administrator privileges for Accounting.
|
Permission Sets |
|---|
| Accounting |
| Accounting and Billing |
| Accounting and Billing API |
| Accounting and Billing Read Access |
| Data Archiving |